The new practice management feature makes delegation of work and tracking tasks easier, and reduces the need for unnecessary team meetings. See details!
1 min read
Canopy recently added a feature that’s going to change the way you manage your tasks and team: Workflow. This Practice Management feature means easier delegation of work, less need for team meetings, and easy setting and tracking of tasks.
Here’s a closer look at how it works.
In the global dashboard, you can see all of the tasks for the clients you’re assigned to, all in one place. Since admin users have access to every client, they can see everything happening in the practice at a glance.
The dashboard displays task attributes such as assignee, engagement name, contact name, due date, status, etc. You can customize which attributes you see by toggling each attribute column on or off. You can also rearrange the order they appear. Plus, a wide variety of filters are available, allowing you to refine your view even further.
Beyond having an organized view of your tasks, you can also perform tons of functions right from the dashboard. You can pin high-priority tasks to the top, bulk edit tasks, and view subtasks. You can also export information to Excel and archive tasks.
Having organized transparency into what needs to be done, when, and by whom, will reduce chaos in your practice and give your team the freedom to accomplish much more in less time.
Creating a task is quick and flexible—the only information you are required to include is a name for the task. Besides that, you can add as much or as little information as you need.
For example, if you create the task “Process Payroll,” you will have the option to add the contact and engagement it belongs to, assign team members to the task, add a description, set reminders, outline subtasks, and choose whether or not you want the task to repeat at a regular interval. A repeating task is a direct copy of the original task, with due dates shifted.
By outlining subtasks, you’re able to outline each step involved in the bigger, overall task. You can assign different team members to each subtask, as well as set statuses, dates, and recurring reminders. In both tasks and subtasks, you can add as many dates as you need, and they can be fixed (April 15) or relative (3 days after Start Date).
Delegating work to your team becomes as simple as clicking a button.
Within Workflow, there are both reminders and alerts, and you’ll get notifications for both.
Reminders are notifications you set yourself for things you choose—deadlines, recurring reminders to complete a task, etc.
Alerts are automatic notifications Canopy sends you when a change is made to a task that involves you. For example, you will get an alert when someone assigns you to a new task or subtask and also when a due date arrives. You’ll also receive an alert when a subtask is completed, and you’re assigned to the subtask that comes next. With the combination of reminders and alerts, you’ll never forget a deadline.
You can select which types of notifications you receive by turning certain notifications on and off in your settings.
Workflow includes the components described above (and more), but how you implement it is up to you! Many aspects of this feature are customizable, so you can find the system that works best for your team.
Want to experience Canopy’s Workflow for yourself? Sign up for a free trial, no credit card required.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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